HIM
TBRG

Hillsdale Investment Management’s TruBridge TBRG Stock Holding History

Hillsdale Investment Management’s Portfolio TBRG Stock Details TBRG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-168,918
Closed -$3.41M – 772
2025
Q3 		$3.41M Sell
168,918
-21,936
-11% -$461K 0.1% 262
2025
Q2 		$4.47M Buy
190,854
+31,170
+20% +$765K 0.17% 186
2025
Q1 		$4.39M Buy
+159,684
New +$4.16M 0.22% 86
2023
Q3 		– Sell
-109,450
Closed -$2.7M – 661
2023
Q2 		$2.7M Sell
109,450
-38,400
-26% -$1M 0.25% 147
2023
Q1 		$4.47M Buy
147,850
+1,250
+0.9% +$36.4K 0.38% 92
2022
Q4 		$3.99M Sell
146,600
-900
-0.6% -$25.7K 0.34% 116
2022
Q3 		$4.11M Sell
147,500
-23,200
-14% -$716K 0.37% 103
2022
Q2 		$5.46M Buy
170,700
+26,600
+18% +$861K 0.44% 62
2022
Q1 		$4.96M Buy
144,100
+22,300
+18% +$682K 0.32% 105
2021
Q4 		$3.57M Sell
121,800
-400
-0.3% -$13.1K 0.24% 137
2021
Q3 		$4.33M Buy
+122,200
New +$4.15M 0.33% 100
2016
Q2 		– Sell
-7,800
Closed -$407K – 567
2016
Q1 		$407K Buy
+7,800
New +$413K 0.14% 149

Other funds holding TBRG

NCM
Nellore Capital Management Redwood City, California $901M AUM 6.86% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
MC
Martin & Co Knoxville, Tennessee $640M AUM 23.57% 1-Year Est. Return
PCMI
Paradigm Capital Management Inc Albany, New York $3.67B AUM 121.12% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $69.6B AUM 42.52% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
KCM
Kennedy Capital Management St Louis, Missouri $5.65B AUM 61.31% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Hillsdale Investment Management's TBRG Position: Q4 2025 in Review

Hillsdale Investment Management sold out of TruBridge (TBRG) in Q4 2025, closing a stake of 168,918 shares — an estimated $3.41M sold.

Hillsdale Investment Management first reported a position in TBRG in Q1 2016 and held it in 12 quarters. The position peaked at $5.46M in Q2 2022. 86 funds tracked by Wall St. Rank hold TBRG as of Q4 2025.

  • Hillsdale Investment Management reported no remaining TruBridge position as of Q4 2025 after selling out during the quarter.
  • Hillsdale Investment Management sold 168,918 TruBridge shares in Q4 2025, an estimated $3.41M.
  • Hillsdale Investment Management first reported a position in TruBridge in Q1 2016 and held it in 12 quarters.
  • Hillsdale Investment Management's TruBridge position peaked at $5.46M in Q2 2022.
  • 86 funds tracked by Wall St. Rank held TruBridge as of Q4 2025.

Based on Hillsdale Investment Management's 13F filing for Q4 2025, filed 10 Feb 2026.